Axa Advisors

Scott Bosley
Financial Consultant


This web-site is dedicated to those who are serious about working with a TEAM of financial professionals and ready to take control of their financial future.

Whether you're a business owner, working professional, at or nearing retirement, it's never too early or too late to develop a personalized financial strategy.

PHILOSOPHY
I believe that other than one's physical health and well being, people are most interested in making their hard earned dollars work to achieve their financial goals and objectives in the most tax efficient manner. I also believe that they understand that no one person can know everything about the complex and ever changing issues impacting their financial decisions. With this in mind I commit to forming a team of professionals to assist my clients in planning their risk management and investment strategies. Financial professionals that are experienced in the areas of estate planning, retirement planning, business succession planning, corporate benefits planning, and investment planning will become team members as needed. These associates have over fifty years of combined experience with credentials such as Certified Public Accountant, Attorney At Law, and Certified Financial Planner. (TM)

 APPROACH
I work with successful people to help them clarify and understand the importance of having a trusted advisor, or better yet, a team of financial professionals working together in a coordinated manner.At an initial meeting, we begin the process of identifying and prioritizing financial goals and objectives. Based on this discussion, we will develop a customized plan to meet those determined needs and wants.Once the strategy has been created, we will outline several options of implementation. As a registered representative of AXA ADVISORS, LLC, and an insurance agent of AXA NETWORK, LLC, and its subsidiaries, I offer a variety of financial products and services that are designed to help you work toward a more successful financial future.

PROFESSIONAL BACKGROUND
  * FINRA Securities Registrations: Series 6, 7, 63, and 65
  * Insurance Licenses: Life, Health, Disability, and Long Term Care*
  * Member of NAIFA: National Association of Insurance and Financial Advisors
  * B.S., University of  Illinois at Urbana-Champaign

PERSONAL
I was born in Chicago, raised in Skokie, Illinois and graduated from Niles North High School. My wife Katie and I  reside in Arlington Heights, Illinois. We have two children, Brian and Sarah, and enjoy spending time with our family and friends as well as attending sporting events and live theatre.

* Long Term Care products are issued by Thrid Party carriers available throufh AXA Network

AXA Advsiors and its representative do not offer tax or legal advice. Please consultant with your tax and/or legal advice for your particular circumstance.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

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